1. Working with Oracle Smart View for Office (Mac and Browser)
  2. Data Forms
  3. Working with Forms in Excel

Working with Forms in Excel

Forms are grid displays in which you can enter data into the database from Excel and view and analyze data or related text. Certain dimension member values are fixed, giving you a specific view into the data.

Applies to: EPM Cloud data source providers

Using Oracle Smart View for Office (Mac and Browser), you can work with Oracle Enterprise Performance Management Cloud forms in Excel.

Guidelines for Forms Opened in Smart View

Consider the following guidelines for forms opened in Smart View:

  • You can modify data values but not the form structure in forms.
  • Values submitted to the database from Excel must be non-formatted data.
  • If a form is currently loaded in Excel and the administrator changes the form definition on the server, you should close the form and reload it. This action ensures that the newest form definitions are displayed.
  • Customizations made to forms are preserved when you save or refresh only if they are made outside the grid or if they are made to thousands and decimal separators.
  • If you collapse a form on the web, and then open the form in Smart View, the form will be displayed as fully expanded.
  • Composite forms are not supported. Starting in 21.05, EPM Cloud no longer officially supports composite forms.

Guidelines for Smart Forms

You can open an existing Smart Form in Smart View; however, note the following:

  • You cannot change the view type. Currently, whatever is set through the web is used for display.
  • User-defined functions (UDFs) are not supported.
  • You cannot create a new Smart Form.